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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.9B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 904 New
Page 32 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 XNTK SPDR SERIES TRUST 1,557.0 $424K 0.02% NEW $272.26 +32.4%
622 LECO LINCOLN ELEC HLDGS INC Industrials 1,787.0 $421K 0.02% NEW $235.83 +12.5%
623 BDX BECTON DICKINSON & CO Healthcare 2,251.0 $421K 0.02% NEW $187.17 -21.1%
624 BMO BANK MONTREAL QUE Financial Services 3,186.0 $415K 0.02% NEW $130.25 +24.3%
625 CRNC CERENCE INC Technology 33,300.0 $415K 0.02% NEW $12.46 -9.0%
626 BE BLOOM ENERGY CORP Industrials 4,904.0 $415K 0.02% NEW $84.57 +257.6%
627 ENSG Ensign Gro Healthcare 2,388.0 $413K 0.02% NEW $172.79 -0.2%
628 PZZA PAPA JOHNS INTL INC Consumer Cyclical 8,548.0 $412K 0.02% NEW $48.15 -32.1%
629 QLTA ISHARES TR 8,488.0 $411K 0.02% NEW $48.47 -2.1%
630 BINC BLACKROCK ETF TRUST II 7,710.0 $410K 0.02% NEW $53.24 -1.8%
631 GLOBUS MED INC 7,157.0 $410K 0.02% NEW $57.27
632 OTIS Otis Worldwide Industrials 4,466.0 $408K 0.02% NEW $91.44 -20.5%
633 EFV ISHARES TR 6,014.0 $408K 0.02% NEW $67.83 +17.0%
634 AM ANTERO MIDSTREAM CORP Energy 20,950.0 $407K 0.02% NEW $19.44 +12.3%
635 JEF Jefferies Finl Group Financial Services 6,214.0 $407K 0.02% NEW $65.42 -20.6%
636 VOX VANGUARD WORLD FD 2,164.0 $406K 0.02% NEW $187.76 +4.8%
637 MNA NEW YORK LIFE INVESTMENTS ET 11,292.0 $405K 0.02% NEW $35.90 +1.7%
638 SITE Siteone Landscape Industrials 3,145.0 $405K 0.02% NEW $128.80 -11.7%
639 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,050.0 $404K 0.02% NEW $132.58 -21.4%
640 BKH BLACK HILLS CORP Utilities 6,555.0 $404K 0.02% NEW $61.59 +21.4%
Page 32 of 46  ·  904 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 20.9%
Industrials 10.2%
Healthcare 8.8%
Consumer Cyclical 7.9%
Communication Services 6.5%
Consumer Defensive 5.6%
Energy 5.0%
Utilities 2.8%
Basic Materials 2.0%